See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GLASSMAN WEALTH SERVICES LLC7 years Service code 26 · EIN 27-0896966 | Advisory (Participants) | $28,791 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $640,224 | $95,274+572.0% | $135,903+371.1% | $74,419+760.3% |
| Participation rate | 45.1% | 78.2%-33.1pp | 81.9%-36.8pp | 70.7%-25.6pp |
| Annual return | 16.87% | 32.77%-15.9pp | 68.23%-51.4pp | 34.38%-17.5pp |
| Employer contribution / active EE | $9,700 | $3,874+150.4% | $4,856+99.7% | $2,637+267.8% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $129 | $266-51.7% | $10,762-98.8% | $348-63.0% |